Manage your billing
The Billing page shows your current subscription, payment history, and invoices. Only users with the Client Admin role can view and manage billing. Payments are processed through Stripe, and every tier is month-to-month after the initial build — there’s no long-term commitment.
Open the Billing page
Billing doesn’t appear in the main sidebar — it lives under Settings.
Click Settings in the portal.
If you don’t see Billing, you don’t have the Client Admin role — ask your organization’s admin.
You should now see your current plan, your next payment date, and a list of past invoices.
Your subscription
The Billing page shows your current plan, what’s included, and when your next payment is due. Your subscription covers access to the platform, your FDE’s time, workflow development, and ongoing support. For the full breakdown of tiers and what each includes, see Pricing.
If you have questions about your plan or want to discuss upgrades, talk to your FDE in Chat or book a call.
Download an invoice
All past invoices are listed on the Billing page in reverse chronological order. Each invoice shows:
- Invoice date and number
- Amount charged
- Payment status (paid, pending, or failed)
- A link to download the invoice as a PDF
Invoices are generated automatically by Stripe and emailed to the Client Admin on record.
Update your payment method
Open Settings, then select Billing.
This opens a secure Stripe form where you can enter new card details.
Fill in the card number, expiry date, and CVC. Stripe handles the payment processing — your card details are never stored on the Advizr platform.
Click Save.
You should now see your new card on file. Your next invoice will be charged to it.
Cancel your subscription
Every tier is month-to-month after the initial build. You can cancel anytime with 30 days’ notice — there are no termination fees and no lock-in periods. To cancel, contact your FDE in Chat or book a call to discuss. Your access continues until the end of the current billing period.
If something goes wrong
- An invoice shows as failed. Your card may have expired or been declined. Update your payment method, then message your FDE in Chat to confirm the payment went through.
- You can’t see the Billing page. Billing is only visible to Client Admins. Ask your organization’s admin to update your role or handle the change for you.
- An invoice email didn’t arrive. Invoices go to the Client Admin on record. Check your spam folder, or download the PDF directly from the Billing page.
- You see an unexpected charge. Don’t dispute it with your card issuer first — message your FDE in Chat with the invoice number and they’ll resolve it.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.